Kingswood Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Kingswood Wealth Advisors’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$860K	Sell	12,515 -153	-1%	-$10.2K	0.03%	444
2026 Q1	$786K	Buy	12,668 +2,019	+19%	+$132K	0.04%	429
2025 Q4	$686K	Buy	10,649 +1,924	+22%	+$121K	0.03%	434
2025 Q3	$542K	Buy	+8,725	New	+$524K	0.03%	461

Other funds holding FEZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kingswood Wealth Advisors's FEZ Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 1.2% in Q2 2026, selling an estimated $10.2K and leaving 12,515 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #444.

Kingswood Wealth Advisors first reported a position in FEZ in Q3 2025 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold FEZ as of Q2 2026.

Kingswood Wealth Advisors held 12,515 shares of State Street SPDR EURO STOXX 50 ETF worth $860K as of Q2 2026.
Kingswood Wealth Advisors sold 153 State Street SPDR EURO STOXX 50 ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR EURO STOXX 50 ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #444 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2025 and has held it in 4 quarters since.
355 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.